Original filing (PDF)20250616140627NAL0000532163001

COOKSON, PEIRCE & CO. INC.

Name: COOKSON, PEIRCE & CO. INC. — COOKSON, PEIRCE & CO. INC., PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: COOKSON, PEIRCE & CO. INC.

Form 5500-SF

FILING_RECEIVED

COOKSON, PEIRCE & CO. INC., PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.4M

Net assets (EOY)

$9.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COOKSON, PEIRCE & CO. INC..

Plan sponsor

Name

COOKSON, PEIRCE & CO. INC.

EIN

25-1449860

Address

555 GRANT STREET · SUITE 380 · PITTSBURGH, PA · 152194421

Phone

(412) 471-5320

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-16

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2A · Age/service weighted or new comparability

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

2K · 401(m) arrangement

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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